Public ownership evidence

Pacer Trendpilot US Bond ETF (PTBD) Ownership Disclosures

Read PTBD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

Pacer Trendpilot US Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Forefront Wealth Partners, LLC
Report period
2026-06-30
Available
2026-08-21
Reported shares
80,150
Value (USD)
$1,536,488
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002063364-26-000314
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PTBD fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PTBD fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Forefront Wealth Partners, LLC2026-06-302026-08-2180,150$1,536,488None
Bullock Wealth Management Group2026-06-302026-08-201,503$28,790None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,309$44,264None
OSAIC HOLDINGS, INC.2026-06-302026-08-1517,333$332,305None
HRT FINANCIAL LP2026-06-302026-08-1516,964$325,000None
ROYAL BANK OF CANADA2026-06-302026-08-1554,794$1,050,000None
Hyundai Investments Co., Ltd.2026-06-302026-08-1532,008$613,593None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1545,012$862,885None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1579,144$1,517,187None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1513,843$265,364None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1599,714$1,911,508None
Sanctuary Advisors, LLC2026-06-302026-08-1416,073$308,119None
Rockefeller Capital Management L.P.2026-06-302026-08-149,739$186,713None
UBS Group AG2026-06-302026-08-14614$11,770None
MORGAN STANLEY2026-06-302026-08-1468,394$1,311,118None
Pacer Advisors, Inc.2026-06-302026-08-14651,535$12,490,000None
Wealthspire Retirement, LLC2026-06-302026-08-1323,846$457,128None
Integrated Wealth Concepts LLC2026-06-302026-08-1354$1,026None
Cetera Investment Advisers2026-06-302026-08-1359,422$1,139,116None
Aptus Capital Advisors, LLC2026-06-302026-08-132,150$41,216None
NewEdge Advisors, LLC2026-06-302026-08-13159,006$3,048,144None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13365$6,997None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13480$9,202None
STIFEL FINANCIAL CORP2026-06-302026-08-1310,810$207,212None
JPMORGAN CHASE & CO2026-06-302026-08-130$13None
Stratos Wealth Partners, LTD.2026-06-302026-08-1210,608$203,370None
WBI INVESTMENTS, LLC2026-06-302026-08-12170,423$3,267,017None
Perigon Wealth Management, LLC2026-06-302026-08-0836,728$704,069None
Evelyn Partners Group Ltd2026-06-302026-08-08416$7,975None
LPL Financial LLC2026-06-302026-08-08307,780$5,900,134None
Maridea Wealth Management LLC2026-06-302026-08-0768,756$1,318,053None
Geneos Wealth Management Inc.2026-06-302026-08-07713$13,668None
Global Retirement Partners, LLC2026-06-302026-08-071,451$27,816None
AlphaCore Capital LLC2026-06-302026-08-07947$18,154None
OFC FINANCIAL PLANNING, LLC2026-06-302026-08-0630,149$577,956None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0463,483$1,216,964None
Ascentis Wealth Management, LLC2026-06-302026-07-31181$3,469None
Ascentis Wealth Management, LLC2026-06-302026-07-31615$11,789None
Ascentis Wealth Management, LLC2026-06-302026-07-3160$1,150None
Ascentis Wealth Management, LLC2026-06-302026-07-31288$5,520None
Ascentis Wealth Management, LLC2026-06-302026-07-31765$14,665None
Ascentis Wealth Management, LLC2026-06-302026-07-31953$18,269None
Ascentis Wealth Management, LLC2026-06-302026-07-31387$7,418None
Ascentis Wealth Management, LLC2026-06-302026-07-3132$613None
Ascentis Wealth Management, LLC2026-06-302026-07-31135$2,587None
Ascentis Wealth Management, LLC2026-06-302026-07-3122$421None
Ascentis Wealth Management, LLC2026-06-302026-07-31151$2,894None
Ascentis Wealth Management, LLC2026-06-302026-07-31406$7,783None
Ascentis Wealth Management, LLC2026-06-302026-07-312,225$42,653None
Ascentis Wealth Management, LLC2026-06-302026-07-31152$2,913None

90-day public filing window, up to 50 source positions.

Forefront Wealth Partners, LLC ↗Bullock Wealth Management Group ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗HRT FINANCIAL LP ↗ROYAL BANK OF CANADA ↗Hyundai Investments Co., Ltd. ↗RAYMOND JAMES FINANCIAL INC ↗RAYMOND JAMES FINANCIAL INC ↗WELLS FARGO & COMPANY/MN ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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